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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.3B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 252 Added 369 Reduced 39 Exited
Page 16 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WRB BERKLEY W R CORP Financial Services 8,519.0 $565K 0.00% -44K -83.7% $66.28 +2.7%
302 WY WEYERHAEUSER CO MTN BE Real Estate 22,889.0 $559K 0.00% -1K -4.7% $24.41 -0.3%
303 POOL POOL CORP Industrials 2,740.0 $554K 0.00% -406.0 -12.9% $202.21 -1.6%
304 CSGP COSTAR GROUP INC Real Estate 13,617.0 $549K 0.00% -388.0 -2.8% $40.31 -25.3%
305 CIFR CIPHER MINING INC Financial Services 43,998.0 $542K 0.00% -3K -7.0% $12.32 +136.9%
306 NVR NVR INC Consumer Cyclical 82.0 $540K 0.00% -156.0 -65.5% $6587.11 -1.5%
307 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,968.0 $539K 0.00% -270.0 -4.3% $90.28 -3.5%
308 WSC WILLSCOT HLDGS CORP Industrials 31,724.0 $534K 0.00% -7K -18.7% $16.82 +65.5%
309 AA ALCOA CORP Basic Materials 8,169.0 $530K 0.00% -3K -28.4% $64.89 -8.5%
310 CASY CASEYS GEN STORES INC Consumer Cyclical 734.0 $528K 0.00% -170.0 -18.8% $719.02 +17.1%
311 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,102.0 $526K 0.00% -4K -64.9% $250.20 +29.3%
312 TECH BIO-TECHNE CORP Healthcare 10,116.0 $526K 0.00% -1K -11.1% $51.97 +11.5%
313 RPM RPM INTL INC Basic Materials 5,332.0 $522K 0.00% -1K -18.6% $97.90 +10.3%
314 MTCH MATCH GROUP INC NEW Communication Services 16,870.0 $513K 0.00% -59K -77.7% $30.40 +16.6%
315 SOLV SOLVENTUM CORP Healthcare 7,795.0 $505K 0.00% -812.0 -9.4% $64.80 +16.4%
316 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,280.0 $500K 0.00% -1K -10.6% $53.88 -9.6%
317 MORN MORNINGSTAR INC Financial Services 2,973.0 $498K 0.00% -688.0 -18.8% $167.46 -8.2%
318 PNW PINNACLE WEST CAP CORP Utilities 4,912.0 $494K 0.00% -316.0 -6.0% $100.62 +1.7%
319 EHC ENCOMPASS HEALTH CORP Healthcare 5,126.0 $491K 0.00% -1K -18.8% $95.78 +2.4%
320 EVTC EVERTEC INC Technology 17,600.0 $485K 0.00% -4K -18.8% $27.57 -6.7%
Page 16 of 19  ·  369 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Technology 31.3%
Communication Services 10.5%
Consumer Cyclical 7.0%
Healthcare 6.7%
Consumer Defensive 2.7%
Industrials 2.6%
Energy 1.9%
Basic Materials 1.3%
Utilities 1.0%